Staff Dashboard overview

The Staff Dashboard enables you to aggregate numerous sources of information onto a single screen using portlets. Within this dashboard, you can view information such as a time entry recap, a graph of time by activity, staff in/out availability, your DT FileCabinet documents, and your mail, tasks, calendar, and other Solutions.

To open the Staff Dashboard, choose View > Staff Dashboard.

Notes

  • The Staff Dashboard is user-specific. No one else can view your Staff Dashboard.
  • To view documents stored for the client in DT FileCabinet, you must be licensed for DT FileCabinet.
  • To view mail messages, tasks, and your calendar, you must use Microsoft Outlook as your mail client. DT Practice integrates with Outlook to display this information.

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